Allworth Financial’s Invesco KBW Bank ETF KBWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $31.1K | Sell |
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|
2025
Q2 | $28.6K | Buy |
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|
2025
Q1 | $15.1K | Hold |
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|
2024
Q4 | $17.5K | Hold |
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|
2024
Q3 | $14.7K | Hold |
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|
2024
Q2 | $14.5K | Hold |
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|
2024
Q1 | $13.5K | Hold |
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|
2023
Q4 | $12.3K | Hold |
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|
2023
Q3 | $10.1K | Hold |
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|
2023
Q2 | $10.3K | Hold |
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|
2023
Q1 | $10.5K | Sell |
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|
2022
Q4 | $38.7K | Hold |
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|
2022
Q3 | $37K | Hold |
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|
2022
Q2 | $39K | Hold |
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|
2022
Q1 | $48K | Hold |
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|
2021
Q4 | $51K | Hold |
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|
2021
Q3 | $50K | Sell |
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|
2021
Q2 | $101K | Buy |
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|
2021
Q1 | $96K | Buy |
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|
2020
Q4 | $78K | Buy |
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|
2020
Q3 | $58K | Buy |
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|
2020
Q2 | $58K | Buy |
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